Sampatti
Your money, in one place — on your machine, not the cloud.
Sampatti gathers your 401(k), IRA, brokerage accounts, RSUs and real estate into one clear dashboard with an interactive AI portfolio review. Your statements never leave your computer.
Free. macOS & Windows · No account, no sign-up.
Everything you own, finally in one view
Stocks, mutual funds, 401(k), IRA, RSUs, bonds, real estate — Sampatti pulls it all together. No more switching between five different apps to know your net worth.
- Drop in brokerage exports; they're read right on your device
- Reconcile duplicates across multiple accounts
- Get a 0–100 Health Score across your whole portfolio
An expert analyst, in the room with you
Get a clear review of concentration, diversification, and US tax treatment (Long/Short term gains, 401(k) limits) — then ask follow-up questions in plain words.
- Region-aware: $ with US fiduciary persona
- Grounded only in your real numbers — no generic advice
- Preview the exact text before it leaves for analysis
Separate your savings from your growth
Sampatti records your net worth day by day and separates real growth from money you've added — so you can see how your investments are truly doing.
- Performance stacked account by account
- Profit and loss strictly from real purchase costs
- Drag to zoom into any stretch of time
Plan for the long run
Will you have enough to retire? Sampatti projects your corpus using your real numbers and inflation-aware math to show if you're on track.
- Goal-based retirement projections for the US
- Adjust inflation, returns, and savings in real-time
- Deterministic math that runs entirely on-device
Local Storage
Data stays in a single file on your computer. No cloud sync.
Signed & Notarized
Verified by Apple and Microsoft for your safety.
No Trackers
No cookies, no analytics, no third-party scripts. Zero.
Dark Mode
Native support for a calm, eye-friendly experience.
Also available for India
Managing money in India? Sampatti has a dedicated version for the Indian market with native support for ₹ Lakh/Crore, CAS imports, and Indian tax rules.
Questions, answered
Is my financial data really private?
Yes. Your statements and holdings are stored only on your computer, in a single file you control. Nothing is uploaded to a server, and there's no account or login.
How much does it cost?
The app is free to download and use. The optional AI analysis runs on Claude; you can use a shared access code or your own key in Settings.
What can I import?
Account statements (PDFs, CSVs, Excel) from common brokers and platforms. US brokerage exports are supported natively.
Does it work for both India and the US?
Yes. Pick your region and Sampatti adapts the currency, instruments and tax rules — rupees and Indian assets, or dollars and US accounts.
See your whole net worth — privately
Free for Mac and Windows. No account, no upload, no catch.